Five fund groups on the key opportunities and trades driving their portfolios

Fund managers presenting to delegates at Investment Week's Channel Islands Summit explain how their investment strategies are helping them overcome market headwinds.

Samantha Gleave, manager, Liontrust European Growth and European Strategic Equity funds What are the biggest headwinds and tailwinds for European companies as we move into 2017? We adopt a bottom-up approach to stock selection and we construct our funds on this basis. It is not part of our process to forecast macroeconomic conditions or the outlook for particular countries or sectors in Europe.  The most significant headwind for European companies is perhaps an ongoing environment of low economic growth. Geopolitical risks are also high, and present a further challenge. In additio...